Wright Wealth Management Group


We’ve put together a free educational training series called “The Retire Right Strategies Masterclass” so you can feel confident in building and maintaining the lifestyle of you deserve.

About Us

Enjoy The Best

A premier investment management firm serving Prescott, AZ and all of Northern Arizona.

We help our Prescott clients preserve and create wealth through active management strategies. Wright Wealth Management Group’s success is founded on the principles of developing trust, providing premier personal service, and establishing true diversification.

Preparing for retirement?

Chances are these questions have crossed your mind:

Will I have enough money to not only live comfortably but do the things I enjoy most?

Maintaining the lifestyle you enjoy now is a priority for most pre-retirees. By identifying your goals and aspirations, we can craft a retirement income plan that makes sense for you.

Does my current investment strategy make sense for my income goals?

No two retirements are the same, and for that reason, boilerplate investment strategies do you a disservice. We’ll throw the cookie cutter out the window and offer a custom-tailored approach.

How can I continue to help my loved ones and causes I care about most after I retire?

Legacy planning is one of the most important yet often overlooked aspects of readying for retirement. Our no-stone-left-unturned approach can help reassure both you and your beneficiaries.

Why Choose Us

Establishing a relationship with a wealth advisor is a decision that deserves careful consideration. Wright Wealth Management Group in Prescott, AZ brings you:

Valuable Experience

With Wright Wealth Management Group, you obtain comprehensive advice from a team of highly qualified professionals. We have over 41 years of combined experience in financial services. We hope to earn your trust when it comes to choosing the right financial advisor and financial planner in Prescott, AZ.

Independence & Objectivity

As an independent Prescott wealth management firm, we represent our clients and their financial interests rather than the products of a specific company. Our independence is vital to delivering objective, unbiased recommendations for preserving the value of your financial portfolio.

Meet Our Team

The team behind Wright Wealth Management Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Chris Wright

Chris Wright

Investment and Tax Advisor
Karen Wood

Karen Wood

Director of Client Relations
Christina Avalos

Christina Avalos

Director of Events and First Impressions
Jenna Jones

Jenna Jones

Client Relationship Assistant

What We Do

  • Taxes for Retirement

    Tax laws are constantly changing. Don’t put your retirement nest-egg at risk with an expensive tax bill.

  • Legacy Planning

    Protect your hard earned assets and leave a legacy that lasts for generations to come.

  • Risk Management

    Implement a smart strategy to reduce your risk and keep you protected regardless of market volatility.

  • Investment Strategies

    It's not what you make — IT’S WHAT YOU KEEP!

  • Income Planning

    Understand where your income will come from in retirement so you can retire the way you deserve.

Our Investment Philosophy

We focus on developing, implementing and monitoring investment strategies that will help our clients meet their financial and lifestyle goals. We also pride ourselves on our ability to redirect the position of a financial portfolio as economic conditions change. We believe in thinking “outside the box” and challenging conventional wisdom in our approach to investing and preserving wealth. Come and visit us at our office in Prescott, AZ.

Contact Info

Get our On-Demand Masterclass for free and learn about the key strategies to retirement planning